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Golden State Equity Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Golden State Equity Partners’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Buy
+39,124
New +$1.01M 0.08% 285
2025
Q4 		– Sell
-32,268
Closed -$834K – 525
2025
Q3 		$834K Buy
32,268
+4,814
+18% +$123K 0.14% 172
2025
Q2 		$703K Sell
27,454
-2,237
-8% -$56.6K 0.13% 192
2025
Q1 		$758K Buy
29,691
+4,582
+18% +$116K 0.15% 172
2024
Q4 		$627K Sell
25,109
-4,384
-15% -$111K 0.12% 197
2024
Q3 		$771K Buy
29,493
+4,937
+20% +$127K 0.41% 46
2024
Q2 		$616K Buy
+24,556
New +$612K 0.13% 180
2023
Q4 		$811K Sell
31,628
-247
-0.8% -$6.08K 0.2% 121
2023
Q3 		$776K Buy
31,875
+31,269
+5,160% +$779K 0.22% 116
2023
Q2 		$15.4K Buy
+606
New +$15.5K ﹤0.01% 371

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Golden State Equity Partners's SPAB Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 39,124 shares worth $1M. The stake represents 0.08% of the portfolio and ranks #285 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SPAB as recently as Q3 2025.

Golden State Equity Partners first reported a position in SPAB in Q2 2023 and has held it in 10 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Golden State Equity Partners held 39,124 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1M as of Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Golden State Equity Partners position in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.08% of Golden State Equity Partners's portfolio in Q1 2026, its #285 holding.
  • Golden State Equity Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.